See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $410,057 | $100,754+307.0% | $86,677+373.1% | $134,475+204.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.09% | 29.04%-41.1pp | 35.91%-48.0pp | 417.96%-430.1pp |
| Employer contribution / active EE | $5,687 | $3,489+63.0% | $2,836+100.5% | $4,740+20.0% |
| Participant deferral / active EE | $19,970 | $5,338+274.1% | $4,656+328.9% | $6,400+212.0% |
| Admin fee / account holder | $9,866 | $10,926-9.7% | $7,493+31.7% | $11,426-13.7% |